Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RE DICKINSON INVESTMENT ADVISORS LLC | 08-09-2024 | 06-30-2024 | 246 | 164,536,537 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 301 | $49,951 | 365 | 0.00 | 0.03 | 0 | 0.00 | 06-30-2024 |
| APPLIED MATLS INC | COM | 302 | $47,198 | 200 | 0.00 | 0.03 | 0 | 0.00 | 06-30-2024 |
| SPDR GOLD TR | GOLD SHS | 303 | $46,013 | 214 | 0.00 | 0.03 | 0 | 0.00 | 06-30-2024 |
| CLEARWAY ENERGY INC | CL A | 304 | $43,916 | 1,938 | 0.00 | 0.01 | 963 | 98.77 | 06-30-2024 |
